GQO Investment Advisors offers investment management services using stocks, bonds, mutual funds, and exchange-traded master limited partnerships. They create an initial written evaluation and overview of each client's situation and conduct periodic reviews. Clients engage other professionals like lawyers and accountants directly. The initial meeting is free to determine if investment management is beneficial.
Assets Under Management$29M
Clients50
Advisors2
Avg. per Client$580K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$375
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.75% |
| $500K - $1.0M | 2.75% |
| $1M+ | 2.50% |
All fees are negotiable. Clients with assets below the minimum account size may pay a higher percentage rate on their annual fees than the fees paid by clients with greater assets under management. Clients receiving ongoing asset management services may be assessed a $375 minimum annual fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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